Earnings Alerts

Allegro.eu (ALE) Earnings: 4Q Results Align with Estimates, Strong Adjusted EBITDA Surpasses Expectations

  • Allegro’s 4Q gross merchandise value (GMV) was closely in line with estimates, hitting 18.40 billion zloty against an expected 18.5 billion zloty.
  • 4Q revenue was slightly above expectations at 3.15 billion zloty, compared to the forecast of 3.14 billion zloty.
  • The adjusted EBITDA in Q4 exceeded estimates, reaching 790.9 million zloty, against a projected 731.2 million zloty.
  • Polish operations in 4Q contributed 17.38 billion zloty to the GMV, slightly below the estimated 17.58 billion zloty.
  • International operations surpassed expectations, generating a GMV of 1.03 billion zloty, higher than the estimate of 928.5 million zloty.
  • For the full year 2024, Allegro recorded an adjusted EBITDA of 3.00 billion zloty and revenue of 10.94 billion zloty.
  • The total GMV for 2024 stood at 63.97 billion zloty, with Polish operations contributing 60.71 billion zloty and international operations adding 3.30 billion zloty.
  • 2025 forecasts include capital expenditure between 920 million zloty and 1.1 billion zloty.
  • Expected GMV growth for 2025 is between 8% and 11%, with adjusted EBITDA anticipated to increase by 10% to 17%, and revenue predicted to grow by 7% to 11%.
  • Analyst recommendations include 14 buys, 7 holds, and 0 sells.

Allegro.eu on Smartkarma



Analyst coverage of Allegro.eu on Smartkarma reveals insights from The IDEA! analyst, with a bullish sentiment. The research report titled “ALE PW – What’s News in Amsterdam – 14 January 2025” highlights key updates on companies like Ahold Delhaize, Philips, and InPost/Allegro. Notably, it mentions InPost/Allegro, indicating that Temu is nearing a position to overtake Allegro as the market leader in Poland.

The analysis provided by The IDEA! on Smartkarma gives investors valuable information on the competitive landscape in Poland’s e-commerce market. With Allegro.eu being a key player in the industry, understanding potential challenges and opportunities, such as those outlined in the report, can help investors make informed decisions regarding their investment strategies.



A look at Allegro.eu Smart Scores

FactorScoreMagnitude
Value2
Dividend1
Growth4
Resilience3
Momentum2
OVERALL SMART SCORE2.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Allegro.eu‘s long-term outlook, as indicated by the Smartkarma Smart Scores, suggests a mixed picture. With a high Growth score of 4, the company appears to have strong potential for expansion and development in the future. This could indicate promising opportunities for Allegro.eu to increase its market share and revenue streams over time. However, the lower scores in Value (2) and Momentum (2) may signal potential challenges or areas that need improvement in terms of the company’s financial performance and market traction.

On the flip side, Allegro.eu‘s Resilience score of 3 indicates a moderate level of stability and ability to withstand market fluctuations. This could be a positive factor for investors looking for a company with a more secure foundation. Conversely, the low score in Dividend (1) suggests that Allegro.eu may not be prioritizing dividend payouts to shareholders, which could impact investor sentiment in the long run. Overall, Allegro.eu‘s focus on diverse product categories in its e-commerce platform across Europe positions it well for growth, but potential investors should carefully consider the various Smart Scores to make informed decisions.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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